Technopath/The NPSP Edge: Mastering Salesforce for Nonprofit Success - Lifetime Access

  • $99

The NPSP Edge: Mastering Salesforce for Nonprofit Success - Lifetime Access

  • Course
  • 126 Lessons

Permanent access to the definitive NPSP reference guide — written by a nonprofit Salesforce consultant. Covers the full data model, fundraising, settings, and implementation strategy. Practice questions included through August 31, 2026, then archived. The lowest this will ever be priced.

A tour of our Course, Guide, and Practice Exam Questions!

Testimonials

Hear what our students have to say

Arvindan Ramesh

3X Salesforce Certified: Nonprofit Cloud Consultant | Administrator | App Builder

I would like to express my heartfelt gratitude to Technopath and Sarah Epting for providing an exceptional study guide resource that played a pivotal role in my success. Their comprehensive material, insightful tips, and practical examples were instrumental in helping me prepare for this challenging exam.

Daneen Johnson

5x Salesforce Certified Business Analyst & Consultant specializing in education & nonprofits

I had a good amount of experience with NPSP and working with clients but I was looking for something supplemental to #Trailhead. The study guide was really helpful for me to focus on what I needed to for the exam. I really like the videos that Sarah put in the study guide. It was also helpful too, for me to have language to be able to have conversations with clients specific to NPSP.

Maida Rider

Data Operations Officer at Jesuit Refugee Service - Certified Salesforce Admin

I had lots of hands-on experience. I have over 4 years as Salesforce Admin for a non-profit, I oversaw the implementation with the partner, and I used trailhead. So I had the work experience and had used other free resources but having the Nonprofit Cloud Consultant Study Guide provided me with a more structured way of reviewing the content and evaluating my knowledge before the test. I will totally recommend the investment.

Brandon Van Galder

Technical Consultant | 9x Certified | Marketing Cloud Email Specialist and Admin

Thank you Sarah Epting for her very useful study material and her Technopath materials.

Sameh Alshabi

12x Salesforce certified | Triple star Ranger | x11 Superbadges | 1 Copado certified

I must also acknowledge the invaluable resource, Sarah Epting. While I initially thought nothing could replace Focus on Force, I found Sarah's materials to be extremely valuable. I watched almost all of her Salesforce Saturday videos, course and practice exam and I became addicted to her content.

Vandana Gulati

Certified Nonprofit Cloud Consultant

Your study guides are so easy to follow and user friendly. I just used them to prepare for the exam. Thanks for designing them.

Kirsten Finger

Experienced transformational leader with a passion for making a difference

Doing the study guide built my confidence and broke down some of the more complex components to make them more easily understandable.
This study guide is great to keep your skills fresh and refer back to. We can all do with a little extra help!

Monika Williams

8x Salesforce Certified Professional | 2x Salesforce Accredited Marketing Professional | 4x Trailhead Ranger

I am in awe at how digestible it is, it feels so much more easier to understand than reading the NPSP official help pages and less overwhelming than getting through Trailhead.

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Contents

Introduction

Why I created this resource
Preview
📣 Overview
🔗 Study Guide Link Instructions
❓ Study Questions
🌟 Helpful Links From Other Resources
30-day Study Schedule
Masterclass Information and Coupon Code

💿 Installing NPSP

🛝 Trailhead NPSP Playground Setup
🆓 Getting NPSP Free Licenses for a Nonprofit
⤵️ Installing Add-on Packages

🖥️ NPSP Data Model

📇 Accounts and Contacts
🏘️ Household Accounts
👭 Relationships
📬 Addresses
🏙️ Organizational Accounts
🖇️ Affiliations
❓ Mini-Quiz: Accounts and Contacts
🔤 NPSP Public Data Dictionary
☁️ The Nonprofit Cloud (Industry)
💲 Fundraising and Marketing
⏺️ Opportunity Record Types
💳 Payments and Payment Schedules
💲 General Accounting Units
🔁 Recurring Donations
🪙 Soft Credits
📋 Deliverables
💵 Moves Management
✔️ Engagement Plans
🎚️ Levels
⬆️ Basic NPSP Marketing Functions
🪧 Campaigns
🗣️ Campaign Influence
➕ Contact Roles
❓ Mini-Quiz: Fundraising and Marketing

🔀 NPSP Data Management and Integration

💾 NPSP Data Import Object
🗺️ Custom Mapping
🎁 Gift Entry
💻 Third-Party Apps
❓ Mini-Quiz: Data Mapping and Integrations
🧑‍🤝‍🧑 Duplicate Management
🏠 Household Management
❓ Mini-Quiz: Duplicate and Household Management
🗃️ Big, External, and Custom Objects
🗄️ Big Objects
📋 External Objects

⚙️ NPSP Settings

👨‍👩‍👧‍👧 People Settings
🏡 Household Automatic Naming
📍 Address Table Settings
🎯 Leads
🤝 Relationship Settings
🏷️ Affiliation Settings
👨‍👩‍👦 Relationships, Reciprocal, and Autocreation
❓ Mini-Quiz: People Settings
💵 Donations Settings
🏷️ Opportunity Automatic Naming
➕ Customizable Rollups
🙋 Membership
📊 Payments and GAU Allocations
👨‍👩‍👧‍👦 Contact Roles and Campaign Members
🏦 Recurring Donation Settings
❓ Mini-Quiz: Donations Settings
➕ Bulk Data Processing
⚙️ Batch Process Settings
📊 Rollup Donations Batch
🧮 Rollup Allocations Batch
📗 Batch Create Default Allocations
💳 Create Missing Payments
🏘️ Refresh Household Names
🌿 Refresh Opportunity Names
🙋‍♀️ Refresh Opportunity Primary Contact
🔁 Recurring Donations Batch
🎚️ Level Assignment Batch
🗑️ Remove Duplicate Primary OCRs
❓ Mini-Quiz: Bulk Data Processing
📶 System Tools
✴️ Trigger Configuration
🩺 Health Check
⚠️ Error Log
❌ Error Notifications
❓ Mini-Quiz: System Tools

📊 Analytics

📑 Reports
🎛️ Dashboards
❓ Mini-Quiz: Reports and Dashboards

☁️ Nonprofit Cloud Solutions

🙋 Volunteer Management
❓ Mini-Quiz: Volunteers
💼 Program and Case Management
📋 Program Management Module
🛄 Case Management Module
❓ Mini-Quiz: Program and Case Management
🧮 Accounting Subledger
⚙️ Accounting Settings
🤝 Foundations and Grantmakers
💸 Outbound Funds Module
🏦 Grants Management
🛩️ Marketing and Engagement Add-ons
📡 Marketing Cloud for Nonprofits
🔍 Marketing Cloud Account Engagement (aka Pardot)
🛗 Elevate

▶️ Implementation Strategies

🔭 Discovery
🎯 Scope of Work
🌖 Phases of a Salesforce Implementation
🗂️ Plan and Prepare
🧑‍💼 Project Team Roles
📋 Implementation Approaches
🧭 Project Roadmap/Building Timeline
🗣️ Determine Communication Strategies
⚙️ Setup and Customize
🔑 Define Security Settings
🛡️ Additional Security Features - Salesforce SHIELD
📏 Customize and Build
🛝 Sandbox Types
🚀 Test & Deploy
📋 Create a Test Plan
📈 Continuously Improve
👍 Data Governance Best Practices
🥇 Build a Center of Excellence
✅ V2MOM
📑 Design Tools & Strategies
🚧 Deployment Tools & Strategy
🟢 Working in Production
🌀 Application Lifecycle Management
🛝 Sandboxes
🥅 Preview Sandboxes
🗺️ Learning Paths

🎓 Masterclass: Syllabus and Business Requirements Document

Technopath Masterclass Syllabus
Business Requirements Doc